Three Ways Your Field Service Company Can Save Money

by | Updated August 16, 2018 | Dynamics GP, Field Service

When you need to find a way to maximize your field service company’s profits and control costs, you generally look at your expense sheet. Where is your money going? Can you reduce expenses? In what areas can you tighten spending to increase your profits?

But what do you do when you think you have eliminated every possible cost?

These days, staying competitive is about more than cutting costs. It’s about streamlining your processes to work smarter and maximize your employees and resources. That means taking a hard look at your current system and identifying inefficiencies. After working with many clients over the years, we have identified the top three ways your field service company can save money.

  1. Dive into your business office procedures.

If you’re still relying on spreadsheets or multiple software systems to manage your clients, jobs, scheduling, and finances, chances are you’re wasting valuable time with manual entry, data exporting and importing, and searching for information. By streamlining your software into one system, you can reduce overhead hours dramatically.

In fact, Laneys, an HVAC company in Fargo, North Dakota, increased their sales by over 50 without adding any additional accounting or office staff thanks to a streamlined software system that connected their field service employees with the office.

  1. Take a look at your scheduling process.

As a field service company, you could go days or even weeks without seeing your technicians in the office, which, in the past, made scheduling difficult. With graphical schedule board, you can easily schedule your technicians for jobs as they are booked and when emergency calls come in, you can add or remove jobs from a tech’s schedule. No matter where your techs are, they can view their real-time schedule and know exactly what projects they need to be working on.

  1. Gain a real understanding of what each job actually costs.

If you don’t know exactly how much a job will cost you to complete when you bid, how do you ensure that your bid is both competitive and profitable? With a job cost system, you can track and project what a job will cost you from the materials, the labor, to the associated overhead. This will give you the ability to give a better estimate for your clients and your bottom line.

Field Service Save Money

When you’re ready to dive into your systems and processes, call on the professionals at Stoneridge Software. We specialize in working with field service companies to get to know their processes and identify areas to streamline through advanced software and technology. They will guide you and suggest a software solution that will fit your needs (and budget) now and in the future.

Related Posts


Submit a Comment

Your email address will not be published. Required fields are marked *

Upcoming Events


06oct10:00 am10:30 amPreview of D365 Business Central Fall Release Features and Functionality

06oct12:00 pm12:30 pmInsider's Guide to New Features Available in the Fall Release of D365 Finance and Supply Chain

07oct11:00 am12:00 pmConfab LIVE with Stoneridge - Dataverse and Dynamics in Review – Let’s Get Technical

13oct12:00 pm12:30 pmWave 2 Release – What’s Coming for Dynamics 365 Sales and Customer Service

21oct11:00 am12:00 pmConfab LIVE with Stoneridge - Dataverse and Dynamics in Review – Let’s Get Functional

26oct(oct 26)9:00 am28(oct 28)5:00 pmStoneridge Connect Leadership and Community Conference


04nov11:00 am12:00 pmConfab LIVE with Stoneridge - Challenging the Development Paradigm

About Stoneridge
Stoneridge Software is a unique Microsoft Gold Partner, with emphasis on partner. With specialties in Microsoft Dynamics 365, Microsoft Dynamics AX, Microsoft Dynamics NAV, Microsoft Dynamics GP and Microsoft Dynamics CRM, we focus on attracting the most knowledgeable experts in the field to our team, and prioritize delivering stellar solutions with maximum impact for your business. At Stoneridge, we are deeply committed to your results. Each engagement is met with a dedicated team, ready to provide thorough, tailored, and expert service. Based in Minnesota, we intentionally “step into your shoes,” wherever you are. We focus on what you care about, and develop trusting, long-term relationships with our clients.

Subscribe To Our Blog

Sign up to get periodic updates on the latest posts.

Thank you for subscribing!